> ## Documentation Index
> Fetch the complete documentation index at: https://help.owlery.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# EDI Onboarding

> Configure your carrier EDI connection, generate SFTP credentials, complete testing, and request production activation.

You can complete most EDI setup and testing yourself in Owlery. Contact Support only when a required shipper connection is missing or you are ready for production activation.

## Set Up Your Connection

**Where to find it:** `Dashboard → EDI Test`

<Steps>
  <Step title="Choose the Shipper">
    Select the shipper under **Owlery EDI Connection**.

    If the shipper is not listed or its ISA configuration is missing, contact [support@owlery.ai](mailto:support@owlery.ai). Owlery must complete that shipper-side setup before you can test.
  </Step>

  <Step title="Configure Your Carrier ISA ID">
    Under **Carrier EDI Connection**, click **Configure ISA ID**.

    Enter your **ISA Qualifier** and **ISA ID**, then click **Save**. You can return here and click **Edit** if either value changes.
  </Step>

  <Step title="Generate SFTP Credentials">
    Under **SFTP Setup**, choose **Password** or **Public Key**, then click **Generate Credentials**.

    Save the connection details shown in Owlery. If password credentials already exist, you can click **Get 1Password Share Link** to retrieve them securely.
  </Step>

  <Step title="Configure Your Translator">
    Use the connection details and directory structure shown in **EDI Test** to connect your translator.

    Follow the [EDI Guidelines](https://owlery.ai/open/edi-guidelines) for transaction requirements, file handling, identifiers, acknowledgements, and test-versus-production rules.
  </Step>
</Steps>

<Note>
  Missing carrier ISA or SFTP setup does not require Support. Complete those items directly in **EDI Test**.
</Note>

## Complete Guided Testing

**Where to find it:** `Dashboard → EDI Test → Test Plans`

<Steps>
  <Step title="Start a Test Plan">
    Choose the shipper and click **Start Test** for the required plan.

    If **Start Test** is unavailable, follow the message shown in Owlery. It distinguishes steps you can complete yourself from missing shipper-side setup that requires Support.
  </Step>

  <Step title="Follow the Active Step">
    Owlery shows the current test action, load, and sample for each step. Complete only the active step.
  </Step>

  <Step title="Review Validation Results">
    Owlery validates the transaction and advances the test when it passes. If it fails, review the result and correction hint, update your transaction, and retry the step.
  </Step>

  <Step title="Complete Every Required Plan">
    Continue until each required plan shows **Passed**.
  </Step>
</Steps>

Use the [EDI Guidelines](https://owlery.ai/open/edi-guidelines) as the source of truth for transaction structure and field-level requirements.

## Request Production Activation

After every required test plan passes, email [support@owlery.ai](mailto:support@owlery.ai) to request production activation. Owlery verifies the connection and enables live EDI for the carrier-to-shipper relationship.

You continue using the connection credentials created in **EDI Test**. Follow the [EDI Guidelines](https://owlery.ai/open/edi-guidelines) for the production transaction requirements.

<Warning>
  Do not send live EDI until Owlery confirms that the connection is enabled for production.
</Warning>